Goldman Sachs has upgraded Marriott International Inc (MAR) to a Buy rating from Neutral, reflecting a more optimistic outlook on the company's prospects. This change, effective December 14, 2025, comes as Marriott continues to navigate a competitive landscape within the hotels, restaurants, and leisure industry.
Currently priced at $305.02, Marriott International operates a diverse portfolio of hotel and lodging brands, employing approximately 155,000 full-time staff. The company is headquartered in Bethesda, Maryland, and segments its operations across the U.S. and Canada, Europe, the Middle East and Africa (EMEA), Greater China, and the Asia Pacific region. Its brand lineup includes well-known names such as JW Marriott, The Ritz-Carlton, and Sheraton.
The upgrade underscores improved analyst sentiment, potentially indicating stronger fundamentals or better-than-expected business performance. As of December 1, 2025, the consensus among analysts remains a Buy, with 5 Strong Buy, 9 Buy, 16 Hold, 1 Sell, and no Strong Sell ratings.
Upcoming earnings are scheduled for August 3, 2026, with an estimated EPS of $3.01 and revenue expected to reach $7.1 billion. The company's recent performance has shown resilience, with Q3 2025 EPS of $2.47 surpassing estimates by 2.2%.
Analyst ratings and price targets serve as professional opinions based on extensive research. However, they are influenced by various assumptions and market conditions that may evolve over time. Investors should consider these ratings alongside other factors, such as company fundamentals and industry trends, when making decisions.